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Compare HJHI vs. HGBL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Hejaz High Income Active ETF (HJHI) and the Betashares Global Shares Currency Hedged ETF (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 91 |
Median incremental investment | $500.75 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,932.75 | $25,518.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | HGBL | |
|---|---|---|
Strategy | HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Moncler SpA (8.96 %) Okuma Corp (8.85 %) Merck & Co Inc (8.00 %) | MSCI WORLD INDEX MAR26 (0 %) NVIDIA CORP (5.38 %) APPLE INC (4.60 %) |
Top 3 industries | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) | Other (29.74 %) Information Technology (25.04 %) Financials (8.88 %) |
Top 3 countries | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) | |
Management fee | 1.1 % | 0.11 % |
Key Summary
HJHI | HGBL | |
|---|---|---|
Issuer | Hejaz | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.11 % |
Price | $1.125 | $79.25 |
Size | N/A | $2.079 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.85 % | 1.40 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 91 |
Median incremental investment | $500.75 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,932.75 | $25,518.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | HGBL | |
|---|---|---|
Pros |
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Cons |
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HJHI | HGBL |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |